Bryan R. Blackburn

CARNEGIE INVESTMENT COUNSEL

Pepper Pike, OH 44124

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CRD#: 5797386

Professional summary

Bryan Robert Blackburn, CFP® is a registered financial advisor currently at CARNEGIE INVESTMENT COUNSEL located in Pepper Pike, Ohio.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Blackburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 22, 2017 - Present

CARNEGIE INVESTMENT COUNSEL

Office #1: 30300 Chagrin Boulevard, Pepper Pike, OH 44124

RIA

CRD#: 150488

Pepper Pike, OH

Past

January 19, 2017 - July 21, 2017

MCDONALD PARTNERS LLC

RIA

CRD#: 135414

CLEVELAND, OH

Past

January 19, 2017 - July 21, 2017

MCDONALD PARTNERS LLC

CRD#: 135414

CLEVELAND, OH

Past

July 11, 2014 - January 11, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PEPPER PIKE, OH

Past

July 10, 2014 - January 11, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PEPPER PIKE, OH

Past

July 18, 2012 - July 18, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ENGLEWOOD, CO

Past

July 12, 2012 - July 18, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

August 17, 2010 - July 18, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CARNEGIE INVESTMENT COUNSEL

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | CARNEGIE INVESTMENT COUNSEL

CRD#: 150488 / SEC#: 801-70242

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/22/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/20/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2010

General Securities Representative Examination

Current Firm

CARNEGIE INVESTMENT COUNSEL

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | CARNEGIE INVESTMENT COUNSEL

CRD#: 150488 / SEC#: 801-70242

RIA

Registered Investment Advisory firm - (4/30/2009 Approved)

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Contact information

Main Address

30300 Chagrin Boulevard, Pepper Pike, OH 44124

Mailing Address

Phone number

(216) 367-4114

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CARNEGIE FORM ADV PART 2A 03-31-2025 (4/1/2025)

Regulatory assets under management

Total Number of Accounts	8,127
AUM (Assets Under Management)	$ 6,520,130,588

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/09/2024	Cover Page	Report
07/13/2023	Cover Page	Report
02/08/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan R. Blackburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Blackburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CARNEGIE INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2012

Series 63

Date: 8/20/2010

SIE

Date: 7/21/2017

Series 7

Date: 8/16/2010

Current Firm

CARNEGIE INVESTMENT COUNSEL

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CARNEGIE INVESTMENT COUNSEL

TRUST BUT VERIFY

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